2021 Christmas Wishes

To our valued clients and friends,

We would like to take this opportunity to wish you all a very happy and safe Christmas and holiday season, as we reflect upon 2021 and share our hope for 2022. Angus can best be contacted via email until we return later in January – angus@hordernwealth.com

As always, thank you for your ongoing loyalty and support. 

Cheers from Angus and the team at Hordern Wealth.

Sydney Finally Out of Lockdown!

To our valued clients and friends,

Sydney has just finished a 3 month lockdown and there are more reasons to be positive than negative from a financial and personal perspective. Please listen to Angus’s update for 5 minutes on why you should continue to be invested during these volatile times.

We are planning to close the office a bit earlier this year so please let us know now if there is anything you would like to talk to us about rather than leaving it until December and January.


Angus and the team

2021 Budget + EOFY Checklist

To our valued clients and friends,

Covid-19 has been with us for over a year now and in Australia, we have been blessed by our isolation and good National and State Government

In this update, Angus provides an insight with regard to the key points from the May budget announced this week and observations with regard to investment markets

Attached below are two links, the first containing the EOFY Checklist and the second containing the May 2021 Main Budget outcomes affecting financial planning and Super

Please click here to access the EOFY Checklist
Please click here to access the May 2021 Budget Outcomes

As always if we can do anything to help please don’t hesitate to contact us

From all of us here in the team we wish you well and to stay safe

Angus, Leigh & Kerrie